Below are the 5 Financial Analysts, 4 Business Analysts & 4 Accounting Analysts with Peachtree/Sage 50 & other systems experience. The Thor Group® also provides accountants, accounting clerks, bookkeepers, payroll specialists and Peachtree / Sage 50 developers / implementers with your industry and other systems expertise on a consulting, contracting or direct hire basis.

Does your organization require the expertise of a financial analyst who is adept in Peachtree/Sage 50, Sage 100 and PeopleSoft, as well as work background in manufacturing and food services industries? Technical knowledge involves Peachtree/Sage 50, Sage 100, Sage 300 CRE (Timberline), Oracle, Sage MAS 90, PeopleSoft, Syteline, ADP, BlackLine, FAS, ERP, QuickBooks, JD Edwards, AS/400, Laserfiche, Crystal Reports, Pivot Table, Vlookup, ifsums and NewEgg. Educational attainment includes Associate degrees in Accounting and in Financial Accounting, as well as a Bachelor’s degree in Economic Management.

Important contributions of this financial analyst included helping in building the accounting team, learning and training the teams, catching up a 4-month job order cost, P&L, J/E, invoice, A/P, consolidating the report for IRS projects and sales tax reporting. Key roles involved assisting with monthly close procedures, preparing journal entries and managing the monthly balance sheet reconciliations of 2 intercompany accounts. Extracting general ledger information and reconciling general ledger accounts with various registers were also completed. Daily cash availability reports and monthly bank reconciliations were prepared. Verifying and posting details of business transactions, such as funds received and disbursed, and totals accounts to ledgers or computer spreadsheets and databases were also completed. This individual maintained and reconciled the fixed assets system (FAS) to the Sage 50 General Ledger (GL) on a monthly basis.

For another employer, functions involved taking care of day to day full charge 4 intercompany accounting operations with Sage 50. A/R, A/P, GL, JE, check run, forecast budget cash analyst management, credit card reconciliation, costing, SOX internal control, month-end close and monthly financial statement preparation were efficiently handled.

Is recruiting a financial analyst/accountant who served a medical center and a psychological services clinic a good move for your organization? Systems proficiency is in the use of Peachtree/Sage 50, QuickBooks, PeopleSoft, MRI, Paragon, SAP, Cognos, Kaufman Hall, AXIOM, Python, Machine Learning, Linux, and Visual Basic. Educational background is Bachelor of Science, Business Administration & Management, minor in Accounting.

This financial analyst/accountant prepared financial statements and journal entries for hospital with 150 beds and $200 million annual revenue, per GAAP standards. The job called for maintaining fixed assets, including depreciation expense and payment of property taxes. Contributions included effectively maintaining system reports, account charts and fixed assets. Annual budgets were created for departments, including reviewing prior budget, classifying expenses and services, while generating reports with specifications for opportunities for reduced cost.

Assistance was given in annual audits by providing crucial documents consisting of ad hoc reports, financial data and work papers. The individual personally identified and resolved expenses that varied from the established budget. Positive Pay, quarterly wage files, payroll taxes and annual taxes were prepared. Part of the job was converting & validating data from Precision software to McKesson Paragon, resulting in increased efficiency and decreased company expenditures.

What can a financial analyst with specialization in Peachtree/Sage 50 and MS Dynamics as well as experience in technology and food services industries do for your organization? Technical competencies consist of Peachtree/Sage 50, Microsoft Dynamics and Access. Educational background includes Master of Business Administration (Accounting major) and Bachelor of Business Administration (Finance major). This analyst also has Certificate of Financial Analysis using Microsoft Excel and Certificate of Business Communication.

Key roles of this financial analyst were composed of using the financial information to prepare operational and financial analysis, as well as preparing and analyzing the cost of projects for the companies. Duties involved preparing the budget (14K), forecasting and other analysis of companies (pricing, profitability). Tasks covered providing support and analysis or tasks in other departments, in addition to completing the process with the accounts payable and accounts receivable. Peachtree/Sage 50 was efficiently managed. Assistance was provided in handling payroll and payroll taxes (IRS, department of treasury payments, quarterly reports). The job involved managing state and municipal IVU payments, managing the fixed assets of the company and preparing W-2 as well as annual informative (480 forms).

Other functions included participating in the monthly and yearly closing, along with assisting auditors during the auditing process. Assistance was provided to make and interpret legal documents (contracts, laws). This individual worked with team in developing and implementing the internal software. Responsibilities covered preparing, analyzing and presenting the financial/ operational analysis with the company (projects, product, internal costs). The financial data was used to elaborate the analysis (budget, profitability and forecasting), then presented to management the recommendations to boost the success of the company.

ow can a senior financial analyst who is knowledgeable in Peachtree/Sage 50 and Hyperion with background working in hardware/home improvement and retail industries fit within your organization? Technical specialties cover Peachtree/Sage 50 accounting software, MFG Pro, Red Prairie Warehouse Management System, and Hyperion. Educational attainment includes Bachelor of Science in Accounting. This specialist is certified in Lean Six Sigma.

One of the duties of this senior financial analyst covered preparing the annual budget and monthly estimates for a distribution center and supply chain cost centers. Internal audits were performed to ensure that key controls complied with SOX. Gathering information for external and internal auditors was part of the functions. This individual obtained 100% SOX compliance. The month-end close process was efficiently managed, including posting journal entries, reconciling expense reports and gathering accruals. A monthly variance analysis was done, comparing actual results to the fixed annual budget and the monthly estimate. Proficiency with MFG Pro, Peachtree Accounting Software and Red Prairie Warehouse Management System was applied. Working with the team to deliver $600,000 in financial productivity was part of the important contributions.

Key roles consisted of assisting with and approving all capital requests, in addition to computing the ROI, depreciation and the payback period. The Green Belt Six Sigma project was completed, saving the company $77,000. Working as the integration liaison with the operations team to ensure that the organization remained on budget for expenses and on track to deliver or exceed the synergy savings expectations for integration with distribution centers was one of the skills brought to the table.

Does a financial analyst who is skilled in Peachtree/Sage 50 and Sage 300 ERP (Accpac), with work background in professional services and manufacturing industries pique your interest? Technical knowledge includes Peachtree/Sage 50, Sage 300 ERP (Accpac), AS/400, Brightree and CorpSystem Fixed Assets. Educational background includes Associate degree in Applied Science Accounting. The individual also has Certificate in Microsoft Office, Excel, and Quality, as well as completion of Continuous Quality Improvement Classes.

Primary functions of this financial analyst included recording journal entries, reconciling cash and payroll, as well as updating the fixed assets and depreciation schedules. Responsibilities involved managing accrued expenses and checking revenue/cost. Prepaid expenses and amortization were computed. This specialist finalized patient trust funds and prepared or paid assessments for Medicare or Medicaid. Budget meetings were attended in preparation for the upcoming year. Tasks consisted of clarifying the general ledger and trial balances, in addition to correcting payroll, accounts payable and receivable errors. This individual ensured that financial statements met deadlines and utilized Peachtree/Sage 50. The job covered evaluating the balance sheet and analyzing the statement of operations. The financial statements were generated and distributed.

The job entailed revamping the general ledger accounts to the correct balances. Excellent reviews were received from peers and upper management. Other duties included serving as a lead analyst responsible for managing all facilities, directing and training temporary staffing. Projecting a positive work ethic, self-motivated, strong commitment to quality and a desire to continuously improve was part of the job.

Does a payroll business analyst who is skilled in Peachtree/Sage 50, Oracle and PeopleSoft, with work background in construction, retail and banking industries pique your interest? Technical knowledge includes Peachtree/Sage 50, Oracle, PeopleSoft, MS Dynamics Great Plains, QuickBooks, Data Entry, Kronos, ADP and 10-Key. Educational background includes Bachelor of Accounting Degree (ongoing) and Associate’s Degree in Administrative Office Management.

Primary functions of this payroll business analyst included providing end-to-end analysis, researching and resolving complex time tracking, as well as managing transfer and payroll processing for 41 stores and 2 corporate locations for approximately 13,000 employees. This individual partnered with HR, IT and management for payroll and timekeeping system enhancements, conversions, development and testing. Responsibilities consisted of supervising, reviewing and resolving escalated concerns for staff of 4-7 payroll clerks. Enforcing the daily administration of accepted payroll practices and procedures, including federal, state and local FLSA mandates using Peachtree/Sage 50 was also completed.

The job covered assisting with the completion of payroll taxes in a multi-state environment and managing the dedicated W-2 mailbox by conducting research and resolution through collaboration with employees, third-party vendors and tax department. One of the key roles involved verifying time and attendance records, GL net pay accruals and net gross dollars for accuracy, completeness and compliance with company policy, GAAP, Federal, State, and IRS regulations. Pay changes, terminations, transfers and rehires were processed. General accounting, HR operations and payroll processing for 32 employees were also completed. Supervising 4 employees was done to ensure a smooth operational workflow and timely monthly close process.

What can your organization gain with the help of a business analyst who is proficient in Peachtree/Sage 50, Sage 100 and Sage CRM with experience in government, gas/energy and business services industries? Technical skills cover Peachtree/Sage 50, Sage MAS 90/200, Sage CRM, MySQL, Visio, Access, SalesLogix, Access and Crystal Reports. Educational attainment includes Electrical Engineering/Computer Science, Certificate in Business Systems and Certificate in Managing Effective Design. This individual obtained certifications in Sage Software, in Sage CRM Certified Engineering and as QuickBooks Pro Certified Consultant.

Main duties of this business analyst consisted of creating, designing and formatting technical specifications and mapping documents, descriptive text, process flows and other information needed to describe required changes for development. Functions covered providing ad-hoc information for both internal and external customers that required working with subject matter experts to learn their needs, develop and deliver content, as well as assembling complex ideas, issues and observations into useful explanations and clear documentation for the team. Developing and maintaining project plans and managing the day-to-day deliverables were also completed. This individual served as team, project, or technical lead on projects involving definition of business processes or development of technical/business specifications for new or modified business management or operational Peachtree/Sage 50 software.

One of the notable tasks included participating in meetings and projects with staff, project managers and developers to automate, upgrade or expand applications that accomplished business operations of assigned work units. Key roles involved writing clear and concise policies and procedures, including updating the policy, procedures and other current agreements.

Could the future success of your organization be helped by this business analyst who is adept in Peachtree/Sage 50 and SAP with work background in home remodeling, retail and financial services industries? Technical competencies involve Peachtree/Sage 50, SAP, SQL and Minitab. Educational background includes MBA, Business Administration and Management as well as BS in Economics.

Responsibilities of this business analyst included analyzing the inventory by exporting history data from system and managing sales forecast and Excel calculations. Duties consisted of managing the inventory in Peachtree/Sage 50 system to ensure the shelf count matches the record count, as well as sourcing vendors in China and placing purchase orders. The job entailed maintaining the system, special sales order entry, importing/exporting massive data, daily backup and data verification. Tasks consisted of designing the warehouse inventory storage method and pulling flow, in addition to building up office work instructions and new customer service training. Recruiting the customer service manager and network administrators, along with upgrading the order form with advanced and user-friendly functions were also completed. This individual collaborated with the website design company for e-commerce market exploitation and cooperated with the design, sales and operation department for significant projects.

Skills brought to the table involved creating the daily expedition report, purchasing, assigning requisitions, making purchase orders, expediting, problem solving and handling purchase orders. Key roles involved extending the part number from SAP to IFS, along with sourcing and contacting the suppliers for the commodity team. Strategic supplier program, data collection and analysis were managed. Purchasing and sourcing training were also completed.

What can your organization gain with the help of a business analyst who is proficient in Peachtree/Sage 50 and Sage MAS 90 with experience in manufacturing, logistics and medical supply distribution industries? Technical skills cover Peachtree/Sage 50, Sage MAS 90, Vantage, IFS, AS/400, Crystal Reports and IES Live. Educational attainment includes Bachelor of Science in Accounting with concentration in Managerial Accounting. This individual obtained a Certification in Financial Studies.

Main duties of this business analyst consisted of overseeing sourcing and purchasing MROs, as well as overseeing accounts payable and accounts receivable transactions. Peachtree/Sage 50 was efficiently utilized. Functions covered completing the daily, weekly and monthly financial/ operational reporting for management, in addition to handling the weekly/ monthly AOP forecast and actual/forecast budget reviews. The plant controller was assisted with the month-end close. Customer contract review and part pricing analysis were completed based on forecasted/actual parts produced and sold on a weekly/ monthly basis. This individual worked on inventory control and valuation analysis.

Notable tasks included leading the efficiency improvements with the shipping department and production model cells, aside from evaluating MRP jobs and analysis of profitability/loss on a daily basis. Key roles involved functionality training on the MRP System to new or current employees, as well as organizing WIP walk-offs and cycle counts. Other duties included serving as a project manager for restructuring of offsite warehouse by evaluating/ dispositioning product, sorting, and consolidation, in addition to handling new part entry, BOM review/analysis, costing and profit analysis of prototype, new production, and active/service parts. Actively participating in 5S and MPA audits in multiple departments was also carried out.

Could the future success of your organization be helped by this senior accounting analyst who is adept in Peachtree/Sage 50 and Lawson with work background in construction, real estate and legal services industries? Technical competencies involve Peachtree/Sage 50, Lawson SmartOffice, Rebate Tracking System (RTS), QuickBooks, Elite Enterprise, SoftPro Enterprise and Select. Educational background includes Master of Accounting and Financial Management, as well as Bachelor of Arts in Psychology degrees.

Responsibilities of this senior accounting analyst included performing payroll analysis and payroll accounting for all facets of the company using Peachtree/Sage 50. Duties consisted of preparing stock compensation and providing exercise analysis on a monthly basis. Assistance was provided with the compilation of SOX documentation for quarterly and yearly filings. Budget and forecast analysis were prepared. The job entailed preparing the escheatment paperwork for the tax department on a monthly basis. The workers’ compensation reports and analysis were also prepared. Tasks consisted of preparing the officers’ compensation schedules for the tax department and performing the monthly financial statement analysis.

One of the skills brought to the table involved designing Excel-based tools for use within the company rebate analysis tools, monthly discrepancy analysis tool, income statement analysis tool and automated journal entry. Key roles involved supporting the monthly/ quarterly/ annual close; preparing General Ledger accounts reconciliation/ analysis of accounts; posting journal entries (daily cash, inventory to cost of sales, month-end); and SOX binder creation. This individual handled managerial and supervisory responsibilities for the accuracy and efficiency of work related to the rebate coordinators, trained new-hires on both group or individual basis and reviewed the work related to staff accountants.

How can an accounting analyst with specialization in Peachtree/Sage 50, Sage 300 ERP (Accpac) and SAP, as well as background working in retail, education and television industries fit within your organization? Technical specializations involve Peachtree/Sage 50, Sage 300 ERP (Accpac), QuickBooks Pro, SAP, and DC Accounting (customized system). Educational attainment includes Master’s in Business Administration (major in Finance) and Bachelor in Business Administration (major in Accounting). This specialist has certifications for Blackboard 9.1 and Online Teaching.

Key roles of this accounting analyst covered journal entry preparation, analysis of General Ledger transactions and financial statement reporting. Accounting software utilized were Peachtree/Sage 50 and QuickBooks. Responsibilities involved reviewing intercompany transactions, posting intercompany journal entries and reporting. Furthermore, this specialist prepared, analyzed and resolved aged items for bank as well as intercompany reconciliations for management review. Duties consisted of auditing refunds, credit card disputes and reporting, accounts payable, money deposits, charge-backs, sales commissions and payroll. Functions involved assisting, presenting and collaborating with management in new business strategies and special projects. Weekly and monthly data analysis was presented. Filing state taxes, as well as addressing and resolving tax issues or correspondence were also completed.

Another job involved teaching financial, accounting, and business tax courses. Instruction was also given on accounting software such as Peachtree and QuickBooks.

Could your organization use a financial accounting analyst who is knowledgeable in Peachtree/Sage 50, PeopleSoft and SAP with experience in retail, manufacturing and real estate industries? Technical proficiencies encompass Peachtree/Sage 50, Yardi, QuickBooks, Great Plains, PeopleSoft, Full Suite and SAP. Educational background includes Masters of Accounting & Financial Management, Certificate in Accountancy and Bachelor of Business Administration (major in Accounting/Finance & Banking). The individual is pursuing Certified Public Accountant (CPA) status.

Primary tasks of this financial accounting analyst included preparing the client’s daily settlement calculations and input wires, as well as assisting with settlement reconciliation issues and client projects. Functions covered preparing the documentation for internal/external auditor requests and ensuring that compliance with company policies was completed timely and reported accurately. Furthermore, this individual was responsible for partnership accounting and assisted with periodic close related activities. Balance sheet risks were identified and communicated.

Notable tasks involved cleaning up the financial data and filing the pending tax return. Duties consisted of reconciling 3 companies’ intercompany transactions and beginning the process of converting the financial system from Sage 50 to Great Plains. Other responsibilities involved overseeing a staff of 3 accounting employees and reconciling 12 bank accounts in Sage 50. This was a challenge because the companies changed to Sage 50 and it had never been done before. The sales data that was previously omitted was entered.

How can an accounting analyst who is knowledgeable in Peachtree/Sage 50 and PeopleSoft with background working in the financial services industry fit within your organization? Technical specialties cover Peachtree/Sage 50, PeopleSoft, Creative Solutions Accounting-Engagement CS, TValue and Crystal Reports. Educational attainment includes Bachelor’s Degree in Accounting and Business Management as well as Associate’s Degree in Business Administration.

Duties of this accounting analyst covered performing more complex tasks and accepting broader responsibilities. Regulatory compliance support was also provided. Data necessary to meet reporting requirements was submitted for capital allocation and Basel compliance. The controller and assistant controller were assisted in generating necessary supporting documentation for audit inquiries. Management was assisted with the residual review, annual review reports and the annual budget as assigned by the controller. Functions consisted of preparing the gap funding report used to manage interest rate risk and playing a key role in providing complete and accurate financial statement information to management. The operations staff was assisted in testing, analyzing, and installing new LMS software releases within project timelines.

Key roles consisted of completing monthly general ledger reconciliations for balance sheet and income statement accounts in a condensed closing environment, preparing accurate monthly accruals for loans, leases, and borrowed funds, as well as preparing and posting entries to the general ledger. Another job entailed reconciling any differences. More so, all cash disbursements were issued by obtaining required approvals and initiating wires, ACH and checks. Backup was also provided for the accounts receivable position.